Medical Associates Of Rhode Island, Inc. 401(k) Plan
Sponsored by Medical Associates Of Rhode Island, Inc. · EIN 050340866 · Plan #004
- Total assets
- $23.9M
- Net assets
- $23.9M
- Active participants
- 120
- With balances
- 143
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capital Wealth Management, Llc CRD 157959 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capital Wealth Management | Investment advisory (plan) | $26,418 |
| Fidelity Workplace Services Llc | Plan administrator, Trustee (discretionary), Participant loan processing | $24,986 |